Ny rekord igjen for oljeprisen og dollaren

Dagens er 99.23 USD/fat. Spot kan fluktuere noe høyere.
Dagens World Oil ;

Oil rally cools as U.S. spares Russian energy supplies from sanctions
Grant Smith 2/24/2022

(Bloomberg) — Oil pared most of its gains after President Joe Biden said the U.S. is working with major consuming nations to coordinate a collective release from strategic petroleum reserves, while continuing to spare Russian supplies from sanctions.


Futures in New York closed under $93 a barrel and Brent slipped under $100 a barrel after earlier soaring to as high as $105.79 in the immediate aftermath of Russia’s invasion of Ukraine. Biden sanctioned Russia’s five major banks but said that energy supplies will be omitted from sanctions at this time. Biden also floated the potential for more oil barrels to be released from strategic reserves in coordination with other nations.

Even though futures pared gains following Thursday’s speech, the possibility for much higher prices remains, said Ed Moya, Oanda’s senior market analyst for the Americas. “Crude’s weakness that stemmed from this round of sanctions does not change the likelihood oil prices will head much higher.”
 
Dagens oljepris er jo langt fra på ukjente nivåer, med mindre man har en virkelig korttidshukommelse.

Dog er forskjell nå er at i hvertfall produsentene her i Norge nå har langt bedre kontroll på kostnadene. Og dermed langt høyere overskudd nå som oljen koster $100 sammenlignet med sist gang. Så både de og Staten tyter nå over av cash, med utfordringen å bruke disse klokt

I tillegg er NOK/USD nå veldig annerledes

fe27efc57afdd2e908ca207e40770cb9.jpg
 
Så flyselskapaksjer dundrer ned, mens alt av olje er kraftig opp

Og selv med store rabatter er det foreløpig ingen som vil røre russisk olje

https://www.dn.no/energi/olje/russl...ekordrabatt-men-ingen-ville-kjope/2-1-1176784

Bloomberg News skriver blant annet at det store oljetradinghuset Trafigura forsøkte å selge en last med russisk olje (urals oil) til en rabatt på 18,60 dollar fatet fra referansepriser (fysisk brentolje) for levering nordvest i Europa.

Til tross for den kraftige rabatten, var det ingen som ville kjøpe oljen.
 
Nesten rart det ikke er enda mer forkus på gassprisene. Vi produserer faktisk like mange "fat" med olje hver dag som gass, og på gass har jo prisene gått totalt bananas..

Budsjettet til Norge AS ser ganske anderledes ut nå enn for seks år siden.
 
Dagens fast priser utenom spot ; 112.93 USD/fat.

Dagens World Oil ;

U.S., allies target ‘degrading’ Russia as a leading oil producer
Jennifer A. Dlouhy 3/2/2022

Bloomberg) — The Biden administration said Wednesday it is seeking to degrade Russia’s status as a top world producer of oil and natural gas by restricting exports of the technology that enables those flows.


The U.S. and its allies “share a strong interest in degrading Russia’s status as a leading energy supplier,” the White House said in a fact sheet describing new export controls, including restrictions on the sale of oil technology.

The approach reflects the administration’s attempt to restrict financial transactions and exports to Russia in a way that maximizes economic pain on the federation while minimizing blowback for European and American consumers. The U.S. and European countries have excluded energy payments from an expanding ban on Russian banks using the SWIFT messaging system for conducting financial transactions. Biden administration officials have vowed they won’t sanction Russian crude.
 
Geldigvis går ikke fly på gass. Omgjort til oljeekvivalenter handles gass i dag til over $350/fatet i Amsterdam
 
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